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Financial services Administrator

Financial services Administrator

Job Title: Financial services Administrator
Contract Type: Permanent
Location: West Sussex, England
Industry:
Salary: Negotiable
Start Date: asap
Reference: BBBH4860_1534146040
Contact Name: Dynamite Recruitment
Contact Email: contact@dynamiterecruitment.com
Job Published: August 13, 2018 08:40

Job Description



Senior Financial Services administrator & PA
We are recruiting for a top FTSE 100 Financial organisation that is expanding due to an increase in business. The top performing Adviser requires additional support to help with his client base and the technical administration that supports the current needs of business being written.

The role:
To work alongside and together with the Advisers, and the Administration team to support our team of advisers and provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.
Maintain client file review system
Charging existing investment holdings and policy information
Type up draft financial solution's, needs and objectives. Assist and work closely with an adviser who you will also be attending meetings with in accordance to your Advisers Diary
Manage and maintain Diary
Maintain client file review system
Assess client's financial circumstances
Charging existing investment holdings and policy information
Other office duties i.e. answer the telephone in a timely manner and deal with incoming inquiries by taking the appropriate action; meet and greet clients - arrange refreshments and catering when applicable; clients data and keep its maintained in a comprehensive client filing system.

For this role you must have a Financial Services background that is in a PA capacity or a Senior Administrator aspect. We would also welcome an office manager background within a financial environment as this is key to understand the industry and the products like Pensions and Investments and the regulations behind this.
If you feel you are organised, and you can support a top performer in a PA/ technical admin and in a highly professional fast paced capacity within the Financial sector and have a background in Financial services please do contact us ASAP

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.